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Private Client Tax Manager

1 month ago

Salisbury, United Kingdom Evelyn Partners Full time
Company Description

_Evelyn Partners is the UKs leading integrated wealth management and
professional services group, with over 186 years of experience in helping
generations of people and businesses to thrive. We offer an extensive range of
financial and professional services to individuals, family trusts,
professional intermediaries, charities, and businesses._

_We provide an award-winning service for our clients by employing the best
people. Join us on our mission to place the power of good advice into more
hands because we believe that everyone deserves access to good advice,
regardless of where theyre at in their financial journey._

_An exceptional track record of growth and innovation is driven by our core
values of Personal, offering advice based on a true understanding of what
matters to our clients; Partnership, working with our clients in a joined-up,
collaborative way; and Performance, demonstrating a breadth and depth of
advice expertise to deliver first-class result._

Read more about us and available career opportunities here:

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

Job Description

Would you like to join one of the largest accountancy practices in the area
and become part of a friendly team with great spirit of working together
within a Private Client Tax environment. The office is a 13 minute walk from
Salisbury Train station and the office is situated in the centre of a lovely
market town.

You will be joining a team with a diverse portfolio with some complex issues
to navigate. Known for its Landed Estates and rural businesses specialism the
team act for a number of titled families.

Please listen to Tom Warner an Associate Director in the team

here

describe his journey so far and why Evelyn Partners has been a fantastic place
to work.

Key responsibilities:

* You will manage a portfolio of personal clients with complex tax affairs, HNWIs with a focus on Landed Estates, agricultural clients, entrepreneurs, Partnerships and Trusts.
* You will assist Partners and Directors with, and when suitable, take the lead on tax planning initiatives like succession planning through trusts and corporate structures, as well as addressing capital gains and inheritance tax concerns.
* Liaising with other service lines to deliver work to clients, for example: Accounts & Corporate Tax work.
* Oversee compliance and fundamental advisory tasks completed by junior staff members.
* Maintaining strong relationships with clients and supporting senior members of the team to identify opportunities for new work.
* Developing the more junior team including providing timely feedback and assisting them with technical and personal development

Qualifications

Essential requirements and qualifications

* You will have significant experience gained within another professional services firm and will have a sound knowledge and understanding of a variety of private client tax issues.
* You will have proven technical knowledge and capability to communicate complex messages to your client base with the ability to ask the right questions.
* Ability to demonstrate experience in tax planningadvisory projects as well as managing complex compliance issues.
* People management and organisational experience
* Qualified Chartered Accountant andor Chartered Tax Adviser - ACA CTA

Additional Information

**_As a colleague here at Evelyn Partners, you will have access to benefits
that include:_**

* _Competitive salary_
* _Private medical insurance_
* _Life assurance_
* _Pension contribution_
* _Hybrid working model (role dependant)_
* _Generous holiday package_
* _Option to purchase additional holiday_
* _Shared parental leave_

_We are proud to value the differences that a diverse workforce brings,
representative of society and our clients. At Evelyn Partners we have a wide
range of highly active employee resource groups and we’re delivering multiple
diversity, equity and inclusion initiatives across the organisation. It is our
commitment to provide a workspace where all colleagues, regardless of
identity, background, or circumstance, feel respected as individuals and feel
that they can achieve their full potential and work in a safe, supportive, and
inclusive environment._